Ideas
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
60:44
SK hynix buyback is a strong catalyst.
SK hynix's announcement of a massive share buyback and cancellation program is a very aggressive and positive shareholder return policy. Similar to Samsung Electronics' move 10 years ago, this is expected to steadily lift the stock's bottom and drive long-term appreciation.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
71:12
Buy US dollars and equities now.
The USD/KRW exchange rate is likely near its bottom because the corporate demand for converting dollars to won for tax purposes ends in August. The exchange rate is expected to rise in September, making the current level an attractive entry point to buy US dollars and US equities.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
74:22
Avoid US consumer stocks, buy AI capex.
US consumer discretionary stocks should be avoided because consumption is no longer driving GDP growth. Investors should instead focus on US private capex, specifically companies involved in AI investments, which are the actual drivers of earnings and market performance.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
74:22
Avoid US consumer stocks, buy AI capex.
US consumer discretionary stocks should be avoided because consumption is no longer driving GDP growth. Investors should instead focus on US private capex, specifically companies involved in AI investments, which are the actual drivers of earnings and market performance.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
78:47
Buy Korean biotech targeting US tech exports.
Korean biotech stocks are attractive now, specifically those expected to license out technology to US Big Pharma in the obesity and oncology sectors. While the sector lacks broad momentum, individual companies with tangible export achievements will see strong investor sentiment improvement.
K9 US export boosts Hanwha Aerospace.
Hanwha Aerospace's K9 self-propelled howitzer securing a supply contract in the US market is a highly significant milestone. Beating major European competitors proves the quality of the equipment and opens the door for massive future export scale.
Moderna success lifts Alteogen and ST Pharm.
Moderna's massive stock surge following its cancer vaccine success acts as a strong positive catalyst for the Korean biotech sector, specifically benefiting mRNA and oncology-related companies like Alteogen and ST Pharm.
Samsung foundry price hike improves profitability.
Samsung Electronics is raising its foundry prices by 10-20% because TSMC's capacity is maxed out due to AI chip demand. This pricing power will help Samsung's foundry business turn profitable, acting as a solid positive catalyst for the stock.
Avoid penny stocks due to dilution risks.
Investors should completely avoid penny stocks (동전주). When these companies face trading suspensions, they frequently issue massive capital increases (유상증자) that destroy 80-90% of shareholder value, leaving investors trapped.
Buy SCHD, avoid Korean financial stocks.
Korean financial stocks should be avoided because they lack strong momentum and their dividend appeal is weak compared to alternatives. Investors seeking safe, growing yields should invest in the US dividend ETF SCHD instead.
Buy SCHD, avoid Korean financial stocks.
Korean financial stocks should be avoided because they lack strong momentum and their dividend appeal is weak compared to alternatives. Investors seeking safe, growing yields should invest in the US dividend ETF SCHD instead.
Focus on dividends and earnings turnaround stocks.
During the August to October period, the market typically favors an alpha and rotation strategy. Investors should diversify into stocks with improving earnings and high dividend yields, rather than concentrating solely on the winners from the first half of the year.
XLK is the best core tech ETF.
For a long-term core technology portfolio, XLK is superior to QQQM. It includes a higher weight of hardware and semiconductor companies, has delivered better historical returns, and features a lower expense ratio (0.08%).
Add AHIY or MAGS for concentrated growth.
Investors should supplement their core broad tech holdings with concentrated satellite ETFs like AHIY (focused purely on hyperscalers) or MAGS. These concentrated funds can capture explosive alpha during favorable market phases driven by AI capex.
Use domestic ETFs for US tech exposure.
For domestic pension accounts where US-listed ETFs cannot be bought, investors should use TIGER US Tech Top 10 or SOL US AI Software to gain concentrated exposure to US big tech and software companies.
Invest in crypto infrastructure like Chainlink.
The crypto market is maturing from pure speculation to actual utility. Investors should focus on infrastructure and 'plumbing' projects that enable institutional adoption, such as stablecoins, RWA, custody solutions, and oracle networks like Chainlink.
This 3PRO TV (삼프로TV) video, published August 20, 2026,
features Park Seung-young, Kwon Soon-woo, Park Byeong-chang, Ha Chang-wan, Lee Kyung-soo, Park Hyun-ji, Kim Jun-woo
discussing 000660.KS, USD/KRW, SPY, XLY, US AI Capex, Korean Biotech, 012450.KS, 196170.KQ, 237690.KQ, 005930.KS, Penny stocks, Korean financials, SCHD, High Dividend Stocks, Earnings Turnaround Stocks, XLK, MAGS, AIHY, SOL US AI Software ETF, 411070.KS, LINK, Crypto Infrastructure.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Seung-young,
Kwon Soon-woo,
Park Byeong-chang,
Ha Chang-wan,
Lee Kyung-soo,
Park Hyun-ji,
Kim Jun-woo
· Tickers:
000660.KS,
USD/KRW,
SPY,
XLY,
US AI Capex,
Korean Biotech,
012450.KS,
196170.KQ,
237690.KQ,
005930.KS,
Penny stocks,
Korean financials,
SCHD,
High Dividend Stocks,
Earnings Turnaround Stocks,
XLK,
MAGS,
AIHY,
SOL US AI Software ETF,
411070.KS,
LINK,
Crypto Infrastructure
